How to Send Scheduled SMS from Notion Database Items Using Pabbly Connect

Learn how to send scheduled SMS from Notion database items using Pabbly Connect. This detailed tutorial covers every step of the integration process. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for SMS Scheduling

To send scheduled SMS from Notion database items, you first need to set up Pabbly Connect. Start by signing in to your Pabbly Connect account. If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Pabbly Connect offers 100 free tasks each month, allowing you to explore its features.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear where you can name your workflow, such as ‘Send Scheduled SMS from Notion Database.’ After naming your workflow, select a folder to save it, then click on ‘Create’ to proceed.

2. Defining Trigger and Action in Pabbly Connect

In this section, you will define the trigger and action for your SMS scheduling process using Pabbly Connect. The trigger application will be Notion, and the action application will be Twilio. In the trigger window, search for ‘Notion’ and select it as your trigger application.

• Select ‘New Database Item’ as the trigger event.
• For the action application, search for ‘Twilio’ and select it.
• Choose ‘Send SMS’ as the action event.

After setting up the trigger and action, you will connect Notion to Pabbly Connect. Click on ‘Connect’ next to Notion, and a new window will appear. Authorize Pabbly Connect to access your Notion account by clicking on ‘Allow Access.’ Once authorized, your Notion account will be successfully connected.

3. Configuring Notion Database Integration

Next, you need to configure the Notion database integration in Pabbly Connect. In the trigger settings, select the specific database from which you want to pull data. For example, select the ‘Leads’ database you have created.

• Click on ‘Save and Send Test Request’ to capture the latest database response.
• This trigger checks for new data every 8 hours.
• Make sure to add a new customer in Notion to test the integration.

After adding a new customer in your Notion database, return to Pabbly Connect. You should see the details captured in the response, such as the customer’s name, email, and phone number. This step ensures that the integration is correctly set up to pull data from Notion.

4. Setting Up SMS Scheduling with Pabbly Connect

Now that you have configured the Notion database, you can set up SMS scheduling in Pabbly Connect. Click on the ‘Add Step’ option and select ‘Delay’ to specify when the SMS should be sent. You can set the delay for minutes, hours, days, or a specific date and time.

For this example, enter the date and time for when you want the SMS to be sent. Ensure to map the date and time from the previous response. Since the SMS needs to be sent in UTC format, you will need to format the date using the ‘Date Time Formatter’ by Pabbly.

Select the action event as ‘Format Date with Time Zone’. Map the date and time received from the Notion response. Ensure the from time zone is set to ‘Asia/Kolkata’ and the to time zone is set to ‘ETC/UTC’.

After formatting the date, click on ‘Save and Send Test Request’ to verify that the delay is set correctly. This setup ensures that the SMS is sent at the scheduled time.

5. Finalizing SMS Sending with Pabbly Connect

To finalize the SMS sending process, you will connect your Twilio account to Pabbly Connect. Click on ‘Connect’ next to Twilio and enter your Account SID and Authorization Token. This step is crucial for establishing a secure connection between Twilio and Pabbly Connect.

Once connected, map the SMS body, sender number, and recipient number from the Notion response. This mapping ensures that the correct information is sent in the SMS. Finally, click on ‘Save and Send Test Request’ to send a test SMS.

Verify that the SMS is sent successfully to the recipient’s number. Check the SMS content to ensure it matches what you intended to send. This confirms that your automation is working perfectly.

After completing these steps, you will have successfully set up an automation that sends scheduled SMS from Notion database items to your customers using Pabbly Connect.

Conclusion

In this tutorial, we explored how to send scheduled SMS from Notion database items using Pabbly Connect. By following the detailed steps, you can automate your SMS notifications effortlessly. This integration enhances your communication with customers and streamlines your workflow.